A4 Wealth Advisors LLC, a small investment advisory firm headquartered in Huntersville, NC, stands as a trusted partner in the realm of financial management. With three strategically located offices, the firm is committed to delivering exceptional investment advisory services. Their team of three dedicated professionals possesses a wealth of knowledge and experience, catering to a diverse range of clients. Each investment advisor boasts an impressive average of $42,010,000 in assets under management. A4 Wealth Advisors' compensation structure is flexible, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individual clients, showcasing their proficiency in these areas. A significant 77% of the assets they oversee are discretionary, underscoring their ability to make independent decisions based on the clients' best interests. Renowned for their expertise in handling high net worth individuals' portfolios, A4 Wealth Advisors manages the majority of their assets for this esteemed clientele. Furthermore, they extend their services as insurance brokers or agents, ensuring comprehensive financial coverage for their clients. With an extensive client base of over 440 individuals, A4 Wealth Advisors successfully manages assets totaling more than $126,024,000. The firm takes pride in its long-tenured advisors, including the esteemed professionals Shauntae Funkhouser, Michael Gibson, and John Balcerzak, who bring years of experience and knowledge to the team. A4 Wealth Advisors LLC continues to foster trust, providing exceptional financial guidance and empowering their clients to achieve their long-term financial goals.

Cornerstone Wealth is a prominent regional investment advisory firm headquartered in Huntersville, NC, and operating across six offices. With a team of 35 dedicated employees, Cornerstone Wealth offers comprehensive investment advisory services to its diverse clientele. Their impressive average of approximately $31,960,000 in assets under management per investment advisor speaks to their expertise and commitment to delivering outstanding results. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around 50% of their assets under management are derived from employer 401Ks or individual clients, showcasing Cornerstone Wealth's extensive experience and success in this particular domain. Furthermore, the firm prides itself on managing all assets under their care on a discretionary basis, instilling confidence in their clients' trust. With over 1,780 individual clients and a staggering $1,118,483,000 in assets under management, Cornerstone Wealth has built a sterling reputation in the industry. Their long-standing success is attributed, in part, to the expertise and dedication of their seasoned advisors, including Jonathan Brown, Alexander Barnes, and Jerett Dimarzio, who have proven their commitment to client satisfaction over the years. Cornerstone Wealth's unwavering focus on delivering exceptional investment advisory services has cemented its position as a trusted partner for individuals and businesses seeking sound financial guidance. By leveraging their extensive knowledge and commitment to their clients' financial goals, Cornerstone Wealth continues to be a leading force in the investment advisory landscape.

Powell Wealth is a highly regarded investment advisory firm based in Cornelius, NC. With over 50 individual clients and an impressive $151,570,000 in assets under management, they provide comprehensive financial services to a diverse range of clients. While their clientele consists of high net worth individuals, Powell Wealth also has the expertise to manage employer funds. As a small firm, Powell Wealth prides itself on delivering personalized and tailored solutions to meet their clients' unique financial goals. With 100% of the assets they manage being discretionary, clients entrust the firm with full discretion in making investment decisions on their behalf. This level of trust is a testament to Powell Wealth's expertise and reputation in the industry. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable compensation arrangement based on their specific needs. With three dedicated employees, two of whom provide investment advisory services, Powell Wealth offers a high level of individual attention and expertise. Their investment advisors, David Powell and Charles Powell, are seasoned professionals who have been with the firm for many years, contributing to its longstanding success. Powell Wealth's average assets under management per investment advisor, approximately $75,790,000, aligns with the industry average, further reinforcing their competence in managing substantial portfolios. As a trusted partner for financial planning and wealth management, Powell Wealth continues to provide exceptional service to their clients, guiding them towards financial success and security.

Based in Concord, North Carolina, MILL CAPITAL MANAGEMENT, LLC is a highly regarded investment advisory firm that caters to a select client base. With over 10 individual clients and an impressive $1,046,748,000 in assets under management, MILL CAPITAL MANAGEMENT, LLC offers comprehensive financial guidance and management services. The firm operates from a single office, ensuring personalized attention for their clients. Distinguished by their discretionary asset management approach, MILL CAPITAL MANAGEMENT, LLC assumes responsibility for 97% of the assets under their care. This approach allows them to make informed investment decisions on behalf of their clients, aligned with their financial goals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and transparent relationship with their clients. MILL CAPITAL MANAGEMENT, LLC boasts a team of six professionals, with four specializing in investment advisory services. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, the firm surpasses the industry average. The tenure of several advisors at MILL CAPITAL MANAGEMENT, LLC, including Jonathan Rhoney, Paul Clark, and Brian Seay, reflects their deep expertise and commitment to client success. With a client-centric approach and a comprehensive understanding of financial markets, MILL CAPITAL MANAGEMENT, LLC strives to provide tailored investment strategies and superior service to help clients achieve their financial objectives. Whether it's wealth management, retirement planning, or estate planning, the firm's experienced advisors work closely with their clients to navigate the complexities of the financial landscape and secure their long-term financial well-being.

BRC Wealth Management, LLC is a reputable investment advisory firm headquartered in Concord, NC. With a single office, this small firm prides itself on delivering personalized financial solutions to its clients. Led by Dimitri Triantafyllides, one of the longest tenured registered advisors, BRC Wealth Management, LLC has established a strong presence in the industry since its inception in 2020. Committed to providing exceptional service, BRC Wealth Management, LLC employs a team of three skilled professionals, two of whom specialize in delivering comprehensive investment advisory services. With their expertise, the firm manages a substantial portfolio of assets under management, averaging approximately $78,500,000 per investment advisor. This places them on par with the industry average. BRC Wealth Management, LLC's compensation structure is diverse, including a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Although they primarily manage assets on a discretionary basis, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Distinguished by their focus on serving high net worth individuals, BRC Wealth Management, LLC oversees a sizable client base, comprising over 50 individual clients with a collective $156,996,000 in assets under management. With their comprehensive financial solutions and commitment to client success, BRC Wealth Management, LLC continues to build its reputation as a trusted partner in the financial industry.

Linden Thomas Advisory Services, LLC is a leading local investment advisory firm based in Charlotte, NC. With over 180 individual clients and a remarkable $1,139,212,000 in assets under management, they offer comprehensive financial guidance to individuals seeking to maximize their wealth. Specializing in serving high net worth individuals, Linden Thomas Advisory Services handles a diverse range of investment portfolios with a significant portion, 35%, being discretionary. The firm's compensation structure reflects their commitment to providing tailored solutions for their clients. They employ various types of fees, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and transparent approach to compensation. With 11 dedicated employees, including five skilled investment advisors, Linden Thomas Advisory Services boasts an exceptional ratio of approximately $227,840,000 in assets under management per investment advisor, surpassing the industry average. This high ratio is a testament to their ability to provide personalized attention and maintain close relationships with their clients. The firm takes pride in its experienced team, including Stephen Thomas, Alexander Hill, and Bryan Krakker, who are among the longest-tenured advisors. Their expertise, combined with a deep understanding of the financial landscape, enables Linden Thomas Advisory Services to deliver sound investment advice and help their clients achieve their financial goals. As a trusted local investment advisory firm, Linden Thomas Advisory Services, LLC remains committed to providing top-notch financial services, guiding their clients toward long-term prosperity and financial security.

Kingfisher Capital, LLC is a local investment advisory firm headquartered in Charlotte, NC. With one office, the firm employs a total of seven professionals, six of whom specialize in providing investment advisory services. The average assets under management per investment advisor at Kingfisher Capital, LLC is approximately $100,500,000, which falls within the industry average. The compensation structure at Kingfisher Capital, LLC is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management consist of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets managed by Kingfisher Capital, LLC are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. In addition to investment advisory services, the firm also offers insurance brokerage and agency services. With an impressive client base of over 160 individuals, Kingfisher Capital, LLC manages assets worth more than $603,006,000. The firm takes pride in its team of experienced advisors, including Howell Hallett, Alexander Miles, and Edward Smyth, who have demonstrated long-standing commitment to providing exceptional service. Kingfisher Capital, LLC distinguishes itself through its local presence, comprehensive range of services, and skilled advisors, ensuring that clients receive personalized attention and tailored investment strategies to meet their financial goals.

Wells Fargo Investment Institute, Inc. is a renowned regional investment advisory firm headquartered in Charlotte, NC. With a strong presence in the industry, they operate through 39 offices nationwide. The company boasts a total of 264 dedicated employees, of which 175 specialize in providing comprehensive investment advisory services to their valued clients. The firm's outstanding success is evident in their impressive average assets under management per investment advisor, standing at approximately $217,850,000. This figure significantly surpasses the industry average, showcasing Wells Fargo Investment Institute, Inc.'s expertise and ability to attract substantial investments. Their compensation structure encompasses various approaches, including a percentage of assets under management and fixed fees. Notably, all the assets they manage are under a discretionary arrangement, providing clients with a comprehensive and tailored investment experience. Wells Fargo Investment Institute, Inc. primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. With over 1,000 individual clients, they expertly oversee assets totaling over $38,123,579,000. The firm's longstanding reputation is fortified by the expertise and dedication of their top advisors. Among them are Joshua Lindsteadt, Richard Henry, and Richard Burke, who have demonstrated their commitment to providing exceptional investment advice and building enduring relationships with clients. Overall, Wells Fargo Investment Institute, Inc. is a leading investment advisory firm, excelling in managing substantial assets for high-net-worth individuals. With a proven track record of success, an extensive network of offices, and a team of experienced advisors, they continue to thrive in the financial industry.

Tannin Capital, LLC, a local investment advisory firm based out of Charlotte, NC, is renowned for its expertise in providing comprehensive investment solutions. With a dedicated team of six professionals, five of whom specialize in investment advisory services, Tannin Capital diligently manages assets for a diverse clientele. The firm boasts an impressive average of approximately $22,520,000 in assets under management per investment advisor, highlighting their commitment to delivering exceptional results. Tannin Capital's compensation structure is designed to align the firm's success with that of their clients. They employ various types of fees, including a percentage of assets under management and performance-based fees. This structure motivates the team to consistently generate positive outcomes, ensuring a mutually beneficial relationship with their clients. The firm's extensive client base comprises over 20 individuals, collectively entrusting Tannin Capital with more than $181,999,000 in assets under management. Notably, an overwhelming 99% of these assets are managed on a discretionary basis, underscoring the firm's expertise in making informed investment decisions on behalf of their clients. Tannin Capital operates from two offices in Charlotte, NC, strategically positioned to cater to the needs of their clients effectively. Clay Young and William Blanton, both highly experienced and registered advisors, have been integral members of the firm, contributing to its success and earning the trust of their clientele over the years. Tannin Capital, LLC stands as a trusted partner for individuals seeking professional investment advisory services in the Charlotte area. With their seasoned team and impressive track record, they continue to provide personalized financial solutions that prioritize their clients' long-term goals and financial well-being.

Biltmore Family Office, LLC, a local investment advisory firm based out of Charlotte, NC, has established itself as a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $2,322,650,000 in assets under management (AUM) and a diverse clientele of more than 10 individual clients, Biltmore Family Office provides personalized financial guidance tailored to meet the unique needs and objectives of each client. Operating from two offices, the firm boasts a team of 21 dedicated professionals, 16 of whom are highly skilled investment advisors. These advisors leverage their expertise and experience to effectively manage approximately $145,170,000 in AUM per investment advisor, surpassing industry standards. Biltmore Family Office places great emphasis on delivering exceptional service, ensuring that clients receive the attention and support necessary to achieve their financial goals. The firm's compensation structure is designed to align their interests with those of their clients. It encompasses various models, including a percentage of AUM and fixed fees, ensuring a fair and transparent relationship. Biltmore Family Office prides itself on maintaining long-term client relationships, with Nicole Gokey, Michael Farrell, and Christopher Cecil among the firm's longest-tenured advisors. With 85% of their managed assets falling under discretionary management, Biltmore Family Office possesses the autonomy to make informed investment decisions on behalf of their clients. Through their diligent approach and commitment to excellence, Biltmore Family Office continues to thrive as a leading financial advisory firm, empowering clients to preserve and grow their wealth.

Aspire Private Capital is a reputable investment advisory firm headquartered in Cornelius, NC, with an extensive track record in the financial industry. With two offices, they are well-positioned to serve a diverse clientele. Of their 11 dedicated employees, 9 specialize in providing comprehensive investment advisory services. With an average of $32,910,000 in assets under management per investment advisor, they possess a wealth of experience and expertise. Aspire Private Capital's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. Notably, approximately half of their assets under management are sourced from employer 401Ks or individual clients, highlighting their proficiency in this space. Impressively, 95% of the assets they manage are under their discretionary authority, enabling them to make informed investment decisions on behalf of their clients. With a sizable client base comprising over 570 individuals, Aspire Private Capital oversees a substantial $296,199,000 in assets under management. The firm takes pride in their team of highly tenured advisors, including esteemed professionals like John Philpott, Jaime Guevara, and Thomas Farrell. Their extensive experience and deep understanding of the financial markets contribute to the firm's solid reputation and consistent delivery of exceptional results. Aspire Private Capital's commitment to providing personalized investment advisory services, combined with their vast industry knowledge and remarkable client portfolio, solidify their position as a trusted partner for individuals and businesses seeking comprehensive financial guidance. Whether managing individual portfolios or employer-sponsored retirement plans, Aspire Private Capital excels in creating tailored investment strategies that align with their clients' long-term financial goals.